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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Joe Antol who wrote (15511)8/10/1997 2:55:00 PM
From: Salah Mohamed   of 42771
 
Hi Joe: Articles About Novell

I was looking for some positive articles about Novell to justify the current runup in the stock. Unforunately, I didn't find anything encouraging, one article from CRN (# 2 on the list) basically confirms that Novell is not gaining any mindshare, and the second article (last on the list) tells us that MSFT started to make inroads into the enterprise. Here are the articles from CMP:

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Novell - HIGHLIGHT
Computer Reseller News, August 11, 1997
techweb.com
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NT VS. Netware:A Separate Peace
Computer Reseller News, August 11, 1997
techweb.com
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Tobit Software Publishes First Details of David/NT
Communications Week, August 11, 1997
techweb.com
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Magnitude Of Change -- GM
Information Week, August 11, 1997

From the article:
Windows NT servers are expected to displace much of the Novell NetWare and Windows 3.1 now supporting 65,000 GM desktops, and to penetrate
GM's plant floor, as the operating system has done at the company's
Saturn division, which serves as a test bed and model for all of GM.

techweb.com
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Regards

Salah
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